CIK: 0001666746
申告総資産額
$5490.5万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 6.03% | — | -16.77% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.85% | — | -19.50% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.68% | — | -21.39% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.56% | — | — | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.30% | — | — | |
| 6 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 1.98% | — | -21.65% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.96% | — | +7.49% | |
| 8 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 1.88% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 1.66% | — | +1.37% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.43% | — | -27.81% | |
| 11 | ✓ | Alphabet Inc. | 株式-その他 | 1.42% | — | -33.02% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.39% | — | -6.24% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | — | +0.27% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.36% | — | -20.51% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.35% | — | +8.51% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.27% | — | -0.43% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.25% | — | -19.12% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.24% | — | -19.83% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | — | -13.20% | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.18% | — | -1.60% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.14% | — | +24.23% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.05% | — | -29.33% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.03% | — | -34.88% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | +21.18% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.99% | — | -14.03% | |
| 26 | NOW | Servicenow INC | 株式-IT | 0.96% | — | -5.70% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.95% | — | +8.30% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | -50.54% | |
| 29 | EBAY | Ebay INC | 株式-一般消費財 | 0.85% | — | -1.77% | |
| 30 | ✓ | Medtronic plc | 株式-その他 | 0.85% | — | +21.84% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | +5.75% | |
| 32 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.82% | — | -7.70% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | — | +21.99% | |
| 34 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.79% | — | -4.62% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +35.60% | |
| 36 | TWTRUSD | Twitter INC | 株式-その他 | 0.75% | — | -5.05% | |
| 37 | ADSK | Autodesk INC | 株式-IT | 0.74% | — | -2.29% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +35.70% | |
| 39 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.71% | — | — | |
| 40 | EA | Electronic Arts INC | 株式-通信サービス | 0.69% | — | -3.84% | |
| 41 | RITM | Rithm Capital CORP | 株式-不動産 | 0.68% | — | -8.77% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | +21.34% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | +35.68% | |
| 44 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.62% | — | -9.07% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | -2.22% | |
| 46 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.58% | — | -2.40% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.57% | — | -1.68% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | -2.31% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.56% | — | +13.64% | |
| 50 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.55% | — | -8.76% |